Increase productivity and collect more of what you've earned
CPACharge and Smith.ai are teaming up to help CPAs be more productive and get paid for their hard work faster.Get Started
Run a more efficient and profitable CPA practice
Smith.ai is a virtual receptionist and intake service for CPAs and financial planning firms. Their U.S.-based receptionists answer and return calls, capture and qualify leads, intake and schedule clients, process payments, and more. With Smith.ai and CPACharge, CPAs have everything they need to capture and process online payments easily and securely.
Online payments designed just for CPA firms
CPACharge is a professional online payment solution developed to meet CPAs’ unique needs, allowing you to accept client payments with no equipment or swipe required. You can rely on our top-notch security, and our expert support team is always available.
Call Answering and Transfers
Professional U.S. receptionists answer, transfer, screen, block, and return calls for you, according to your personalized instructions.
Lead Capture and Qualification
Smith.ai receptionists answer calls from leads and call back leads who have completed your web form. Leads are qualified based on your custom criteria.
Intake and Appointments
Receptionists complete intake forms, pass client information into your CRM, and book appointments with your calendaring software.
Online Payment Processing
Smith.ai receptionists can process online payments over the phone for CPAs using CPACharge's secure, proven online payment solution.